We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

37 hedge funds and large institutions have $242M invested in Hartford Multifactor US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $223M → $242M (+$19.7M)

3% more funds holding

Funds holding: 3637 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 72.35%71.94% (-0.41%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$85.8M
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.6M +$5.31M +161,866 +19%
AAS
3
Avantax Advisory Services
Texas
$15.8M +$795K +24,237 +5%
Morgan Stanley
4
Morgan Stanley
New York
$14.9M +$227K +6,915 +2%
UBS Group
5
UBS Group
Switzerland
$12.6M -$988K -30,101 -7%
Bank of America
6
Bank of America
North Carolina
$12.3M +$71.1K +2,165 +0.6%
PA
7
Paracle Advisors
Washington
$12.1M -$123K -3,754 -1%
LPL Financial
8
LPL Financial
California
$7.05M +$614K +18,695 +10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.47M -$2.17M -66,266 -26%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$5.91M -$130K -3,962 -2%
PAG
11
Private Advisor Group
New Jersey
$5.12M +$456K +13,888 +10%
AG
12
Advisor Group
Arizona
$4.96M +$2.34M +71,374 +94%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.4M -$228K -6,932 -5%
CC
14
Claybrook Capital
Massachusetts
$3.45M +$3.28M +100,000 New
Wells Fargo
15
Wells Fargo
California
$2.89M -$226K -6,872 -7%
CAAS
16
Capital Asset Advisory Services
Michigan
$2.75M +$2.6M +79,183 New
Ameriprise
17
Ameriprise
Minnesota
$2.53M +$1.26M +38,528 +105%
RPG
18
Resource Planning Group
Georgia
$2.32M -$187K -5,706 -8%
FAIM
19
Financial Advocates Investment Management
Washington
$1.36M +$75.4K +2,298 +6%
NFG
20
Next Financial Group
Texas
$955K -$286K -8,724 -24%
FPB
21
First PREMIER Bank
South Dakota
$897K +$8.6K +262 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$652K -$4.59K -140 -0.7%
MIAN
23
Mariner Independent Advisor Network
Kansas
$596K
RJA
24
Raymond James & Associates
Florida
$570K +$2.56K +78 +0.5%
Jane Street
25
Jane Street
New York
$567K +$552K +16,812 New

ROUS Hedge Fund Activity: Q4 2019 in Review

37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2019, worth a combined $242M — up 8.8% from $223M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.31M. The largest seller was Wellington Management Group, cutting an estimated $2.17M.

  • 37 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2019, up from 36 in Q3 2019.
  • Funds reported $242M of Hartford Multifactor US Equity ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $5.31M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2019 was Wellington Management Group, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2019.